Overview
The Engage Businesses analytics dashboard in Legl Insights gives your firm a view of business onboarding workflow activity. You can track company report generation, Engage request status, and business sanctions screening volumes over time.
What you can use the Engage Businesses analytics dashboard for
Monitor total company reports generated, with a breakdown by department and monthly trend
Track total Engage requests and their status across your firm, including In Progress, Ready for Review, Reviewed, Sent, and Created
View business sanctions screening volumes by month
Filter all data by date range and department
How the Engage Businesses analytics dashboard works
The dashboard pulls data from business onboarding workflows completed in Legl and displays it in charts and summary tiles. Engage request status is shown as a monthly breakdown, allowing you to see how requests are progressing across your firm over time. Data updates automatically as activity occurs in Legl.
Where to find the Engage Businesses analytics dashboard
Select Insights from the left-hand navigation in Legl, then select Engage Businesses.
Important information
The Engage Businesses analytics dashboard is a reporting view only. You cannot manage or action requests from within Insights
Business onboarding data is reported here separately from individual onboarding, which appears under the Engage Individuals analytics dashboard
Data updates automatically as business onboarding activity occurs in Legl